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Financial Counseling

Your personal finances made simple

What is 1:1 Financial Counseling?

Let an Accredited Financial Counselor® help you build foundational financial habits to improve your personal money management. Starting with your individual values as a driver for your financial goals, we will work together to truly build a better budget. Financial counseling is 100% YOU focused so start with our free no-obligation 20-minute consultation today to learn how financial counseling can change your personal finances forever!

Topics we can chat about

With financial counseling, every conversation is unique and centered around your financial goals.  However, some common topics typically discussed include:

Let's Go!

Budgeting

Not sure where to start with your monthly money management? Let’s get organized and create a budget that is unique to you and your lifestyle!

Money Mindsets

Money and emotions are closely tied. We will discuss your spending habits, financial triggers, and your lived experience with money.

Financial Goals

Starting with your values, we will set financial goals that drive your financial future forward.

Credit & Debt Managment

Looking to build credit or pay down existing debt? We will create a plan to effectively manage both!

How does Financial Counseling work?

  • Choose a program below that fits your financial goals. Each program starts with an initial session with our Financial Counselor, Kristian.
  • We will talk about your specific needs, whether that is paying down debt, assessing money management habits, establishing a budget routine, or something else!
  • We will then discuss tools and create an action plan to achieve your ideal financial future. You’ll receive a personalized Budget Blueprint as your guide as you implement the action plan.
  • Then, we will meet 1–2 more times to troubleshoot any problem areas.
  • That’s it! Most clients find the program to be sufficient, but if you want to keep meeting, our hourly rate is $75.
kristian brennon happy planner

What Our Clients are Saying:

{We} really enjoyed the experience. Super valuable for us to build off of. {This program} was a critical item that has really improved our lives. We built a repeatable budget and found new ways to discuss finances. We restructured our accounts in a way that's been far easier to track and manage, and we got out of $60k of CC debt and overcome the hefty card minimums.

I can not thank you enough for your help over the last couple of years.

K & A

[Kristian was] thorough, patient, helpful. Great with follow-up, tools provided, and referral assistance.

XX

My husband and I had a great experience working with Kristian. She was flexible and willing to help us in the way that we needed most. I also appreciated the values based philosophy and helping us create a custom budget that worked for our lifestyle. Overall, we were able to put together a system that worked for us and is sustainable.

Sarah

Would highly recommend Kristian with Budget Blueprints. Incredibly knowledgable and uses a highly personalized approach. She truly cares about creating outcomes for her clients.

Kevin

Kristian is very knowledgeable in her field. I came in not knowing much about the homebuying process and she explained everything and gave me information and programs to look into in my state.

Megan

Seamless and Helpful

SB

Kristian is very kind, patient, and thorough. I really appreciated the big picture plan she was able to help me create.

Elizabeth

Investment

45 Day Plan

Build-A-Budget

A budget-focused program for those wanting to tune up their money management. 

$199

Program Details:

(1) 60-minute initial session

(1) 60-minute follow-up sessions

Personalized Budget Blueprint

Personalized budget system

Encouragement & accountability

 

90 Day Plan

Financial Foundations

A holistic review of your personal finances, debt, budget, and goals.

$400

Program Details:

(1) 90-minute initial session

(2) 60-minute follow-up sessions

Personalized Budget Blueprint

Weekly check-ins

Encouragement & accountability

 

45 Day Plan

Demolish Debt

A debt-focused program for those wanting to create a debt payoff plan.

$199

Program Details:

(1) 60-minute initial session

(1) 60-minute follow-up sessions

Personalized Budget Blueprint

Personalized debt payoff plan

Encouragement & accountability

 

Things to know:

  • Ideal for those wanting to start from zero and build a money management plan to budget, save, build credit, and reduce debt.
  • Investing, tax, insurance, or business advice/recommendations will not be discussed. (Please seek out a licensed individual in that subject area for those questions!)
  • US residents only
  • Meetings are held via GoogleMeet video conferencing.

Ready for the next step? Apply below!

Hi friend! Thank you so much for taking the first step towards a better financial future! Please take 5 minutes to complete this form to help gauge your current financial health and identify financial goals with 1:1 financial counseling.

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